Francois Rochon's LULU Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 128,803 shares of lululemon athletica inc. (LULU) worth $14.71 M, representing 0.49% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in LULU, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2022, adding 55,338 shares. Largest reduction occurred in Q3 2017, reducing 253,006 shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's lululemon athletica (LULU) Holding Value Over Time
Track share changes against reported price movement
Quarterly lululemon athletica (LULU) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -13,797 | Reduce 9.68% | 128,803 | $114.18 |
| Q1 2026 | -1,637 | Reduce 1.13% | 142,600 | $153.10 |
| Q4 2025 | +236 | Add 0.16% | 144,237 | $207.81 |
| Q3 2025 | +24 | Add 0.02% | 144,001 | $177.93 |
| Q2 2025 | +808 | Add 0.56% | 143,977 | $237.58 |
| Q1 2025 | -199 | Reduce 0.14% | 143,169 | $283.06 |
| Q4 2024 | +1,891 | Add 1.34% | 143,368 | $382.41 |
| Q3 2024 | +11,364 | Add 8.73% | 141,477 | $271.35 |
| Q2 2024 | +862 | Add 0.67% | 130,113 | $298.70 |
| Q1 2024 | +7,474 | Add 6.14% | 129,251 | $390.65 |
| Q4 2023 | +1,188 | Add 0.99% | 121,777 | $511.29 |
| Q3 2023 | +4,709 | Add 4.06% | 120,589 | $385.61 |
| Q2 2023 | +1,803 | Add 1.58% | 115,880 | $378.50 |
| Q1 2023 | +4,232 | Add 3.85% | 114,077 | $364.19 |
| Q4 2022 | +49,892 | Add 83.22% | 109,845 | $320.38 |
| Q3 2022 | +55,338 | Add 1199.09% | 59,953 | $279.55 |
| Q3 2020 | -30 | Reduce 0.65% | 4,615 | $329.36 |
| Q1 2019 | +45 | Add 0.98% | 4,645 | $163.83 |
| Q3 2017 | +4,600 | New Buy | 4,600 | $62.17 |
| Q1 1970 | +257,606 | Add 0.00% | 257,606 | $57.09 |
Francois Rochon's lululemon athletica Investment FAQs
Francois Rochon first purchased lululemon athletica inc. (LULU) in Q1 1970, acquiring 257,606 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held lululemon athletica inc. (LULU) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to lululemon athletica inc. (LULU) was in Q1 1970, adding 257,606 shares worth $14.71 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 128,803 shares of lululemon athletica inc. (LULU), valued at approximately $14.71 M.
As of the Q2 2026 filing, lululemon athletica inc. (LULU) represents approximately 0.49% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in lululemon athletica inc. (LULU) was 257,606 shares, as reported at the end of Q1 1970.